Security, limitations and troubleshooting
Resolve permission, status, journey, proposal, upload, portal, email and property-synchronisation issues without inventing unsupported features.
Guides in this workflow
Follow the guide that matches the exact action, filter, menu change or issue.
Resolve access denied errors
Assign the exact View, Create, Edit or Delete capability required for the attempted action.
Resolve a missing administrator menu
Confirm activation, language loading and View permission.
Resolve a missing client portal link
Confirm the contact is authenticated and customer navigation hooks run.
Resolve a missing case
Confirm the record exists, is not inaccessible and the numeric ID is correct.
Resolve missing landlord validation
Select an existing CRM client before saving an administrator case.
Resolve missing client summary validation
Complete the required application summary before client submission.
Resolve invalid journey order
Complete or waive consultation before completing or waiving portfolio review.
Resolve unavailable proposal workflow
Confirm core proposal schema, selected contact and completed portfolio stage.
Resolve invalid proposal recipient
Choose an active contact belonging to the case client with a valid email.
Resolve proposal upload errors
Use one valid PDF no larger than 15 MB.
Resolve proposal email delivery failure
Correct SMTP or recipient details and resend the eligible version.
Resolve proposal signature verification failure
Review native proposal signer file, name, email, date and IP against the selected recipient.
Resolve case document upload errors
Use a permitted file, valid case and writable protected upload area.
Resolve document download errors
Confirm record ownership/visibility and physical file availability.
Resolve final certificate synchronisation errors
Link an eligible property, select a supported compliance target and use an existing document.
Resolve public intake rejection
Check tenant path, POST method, private token, honeypot and required applicant fields.
Understand integration limitations
Recognise that the supplied module has no general public REST API, webhook framework or generic form builder.
Understand automation limitations
Recognise that no dedicated module cron process automatically progresses cases or sends renewal reminders.
Understand case deletion limitations
Recognise that case deletion is soft; individual document deletion is the destructive file action.
Verify Full Compliance Applications after deployment
Test administrator creation, client submission, status, journey, proposal, document, portal and notification flows with controlled records.